Bloomberg Surveillance Markets Push Higher amid Rate Cut Optimism
Sep 10, 2025
Dan Ives, Global Head of Technology at Wedbush Securities, shares his insights on the latest Apple product reveal, including the iPhone 17 series equipped with advanced features. He dives into the ongoing AI revolution and its challenges for tech giants like Apple, contrasting their strategy with competitors like Meta. Ives also discusses the broader trends shaping the tech industry and how these innovations could influence market dynamics during a time of rate cut optimism.
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Inflation Sitting On A Persistent Floor
- Lindsey Piegza sees inflation resting on a persistent floor with movement around that level.
- She warns downside confirms labor worries while upside limits how much the Fed can ease.
Adjust Interpretation Of Consumption Data
- Adjust how you read consumption figures because retail sales are not cost‑adjusted.
- Remember consumers may spend but they get less for their money due to price changes.
Prepare For A 25bp Fed Cut Scenario
- Lindsey Piegza expects a 25bp Fed cut is the likely next move, not 50bp.
- She says the Fed's ability to cut further depends on incoming employment and inflation data.